The sidebar footer holds everything about running your account.
Settings
Settings covers:
- Company details — name, base currency and financial year-end.
- Account mappings — your Accounts Receivable, Output VAT, Accounts Payable and Input VAT accounts, and your default VAT rate (15%).
- Dunning — turn on automatic overdue-invoice reminders to customers.
Team & accountants
Team. Invite people by email with a role — owner, admin, bookkeeper, accountant or viewer. Everyone logs in at the same place and sees only the companies they're a member of.
- Accountant seats are free and don't count against your plan's user limit — invite yours without worrying about cost.
Practice dashboard (for accountants)
If you're an accountant or bookkeeper, 🏢 Practice gives you one view of every client company — who needs attention and what's due at SARS — and lets you add and open client books, and manage your firm's staff. Assign staff to clients so your team rides on the free professional seats.
Plan & usage
Plan & usage shows your current plan, your usage against its limits (team members, employees, AI budget), and lets you upgrade, cancel or reactivate.
- Plans: Lite (R199/mo), Business (R499), Premium (R899) and Enterprise (contact sales). Business+ unlocks budgets, job costing, cash-flow forecasting and the SARS audit pack.
- If a subscription lapses, the company becomes read-only (you can still view and export everything) rather than being deleted — with plenty of warning before any data is removed.
Preferences
Preferences are personal (per user): light/dark theme, accent colour, density, date format, your default company and landing page, and default report periods. Change your name, email and password under Account.
That's the tour — head back to the guide index any time, or open the free demo and try it all.